"We feel more comfortable than we have in ages," says American Capital Agency (AGNC) CEO Gary...

"We feel more comfortable than we have in ages," says American Capital Agency (AGNC) CEO Gary Kain - (earnings call), (presentation slides) - not expecting anything but marginal changes to the current low-return regime in place. The company believes it can continue to deliver double-digit returns, but the composition will change - lower spreads will be offset by higher book value. Does this mean the company will sell assets to maintain the dividend? Shares -0.2% premarket.